February 12, 2023

  • For PRO users: Implemented a new client list that includes the ability to sort based on the date clients were created or last updated.
  • Progress Tracker is now called Budget Tracker so it is clearer that this is our built-in tool for creating and maintaining an annual budget based on your plan.
  • Fixed an error that could occur if clearing all transactions while setting up Budget Tracker for a new year.
  • We now show pension start year when displaying pension summary information.